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let's go to john forn fortt wit latest. >> hey, melissa. a couple of things before the conference call that could have had a dampening effect. one is guidance in the slides they are providing along with their call. they give a guidance range of 1.07 to $1.1 billion in revenue for q-1. the street was expecting $1.12 billion. for the full year, $4.5 to $6.5 billion in revenue. the street wanted just under $4.6. so, they are guiding to a midpoint below what the street wanted there. and in the current quarter, other revenue, which includes listing feels, royalties fees, that sort of thing, was a bigger percentage of revenue than usual. about 23% in q-4. it's normally 19% or 20%. i expect there might be questions about how big of an impact that had on them slightly beating revenue in q-4. >> is that going to be the biggest issue on the conference call or something else you're looking for? >> i don't know if it will be the biggest issue. they haven't been giving guidance recently. there will be questions about what, about the environment, leads t
let's go to john forn fortt wit latest. >> hey, melissa. a couple of things before the conference call that could have had a dampening effect. one is guidance in the slides they are providing along with their call. they give a guidance range of 1.07 to $1.1 billion in revenue for q-1. the street was expecting $1.12 billion. for the full year, $4.5 to $6.5 billion in revenue. the street wanted just under $4.6. so, they are guiding to a midpoint below what the street wanted there. and in...
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managing directly jeffreys and john abel, reuters media file column nest. peter, do you believe in apple fatigue? >> no, we don't. we think that the real issue here is that apple is going through an earnings transition and we have the maturing of the market and with new models the stock will become more active and could see a lost activity, in fact. >> does that shoot them in the foot, john? the fact that they come out with new product, which in many cases are incremental as opposed to ground breaking. we have just come out with iphone 5 an now we are talking about iphone 6 and people are holding off. >> we have had about a year of consolidation here with product, iphone 5, ipad mini, which is catch-up. i don't know if smart investors look at that and say, i'm bored. i thought the issue last year was, cashing in on a terrific run-up on the stock. i really don't know. margins may be under pressure because they are can balancizing themselves and tim cook says that fine. because if someone has to do it, we will do it. and berkshire hathaway is up 10. take that
managing directly jeffreys and john abel, reuters media file column nest. peter, do you believe in apple fatigue? >> no, we don't. we think that the real issue here is that apple is going through an earnings transition and we have the maturing of the market and with new models the stock will become more active and could see a lost activity, in fact. >> does that shoot them in the foot, john? the fact that they come out with new product, which in many cases are incremental as opposed...
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>> joining us john from cgfi group and rick santelli. rick, i'll go to you first. we're talk about moving treasuries. is 2% enough to push people in mass into equities? >> you know, i don't think so. i think the percentages are much higher, but it is a start. and keep in mind global inflows to equities global was about $55 billion. that was a record for january. if you look at global inflow of bond funds and bond etfs, it was a whisker under $30 billion. so there's still money going in, but not as much. and of course the anxiety of potentially healthy global economy is always going to give traders an excuse to try to sell what is close to some historically low levels of yield, high levels of price. >> yeah. and when you look at equities you see this huge move in the markets. are we taking a bit of a breather? jordan, how do you see it? >> i think it's been constrained. uncertain election and fiscal cliff. and all of a sudden people are starting to pay attention to the fact there are -- inflation's low. i think the market starts to run, forest run. >> not a lot of a
>> joining us john from cgfi group and rick santelli. rick, i'll go to you first. we're talk about moving treasuries. is 2% enough to push people in mass into equities? >> you know, i don't think so. i think the percentages are much higher, but it is a start. and keep in mind global inflows to equities global was about $55 billion. that was a record for january. if you look at global inflow of bond funds and bond etfs, it was a whisker under $30 billion. so there's still money going...
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john fortt? >> yes. this problem is not just for twitter but for apple because apple's app store has a very anti-porn policy compared to others p but twitter doesn't want this vine app getting its brand recognition for being all about quick porn clips. so they probably need to do something about that before this becomes a new gutter app. >> julia, what can they do? >> tyler, i think we should not be surprised here. every time there is a technological development, people use it as a way it show pictures of naked people. this is an surprise here. i think twitter will figure it out, john mentioned. a and they have to if they want to protect their brand. twitter has to be very fast about pulling this stuff down. >> sticking with this mobile space, samsung surpassing apple as smart phone leader. does this mean apple is losingity cool in reports out today apple may have a shoe censor app that will tell you when you need new loafers. can apple win its cool bab, john fortt? to textent it lost it? >> no. that pat
john fortt? >> yes. this problem is not just for twitter but for apple because apple's app store has a very anti-porn policy compared to others p but twitter doesn't want this vine app getting its brand recognition for being all about quick porn clips. so they probably need to do something about that before this becomes a new gutter app. >> julia, what can they do? >> tyler, i think we should not be surprised here. every time there is a technological development, people use it...
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last tile arou-- time around we mentioned john passed away -- >> my good buddy. >> he was a sharp guy. the past two weeks, year oe year-over-year wages dropped 2.3%, it's realtime guessed i'm gue guessing a with holding information mr. lissio used to use. is that sample too small to draw any conclusionings. >> it's an increase of 4%. we will see a huge increase in gdp and after tax income in the fourth quarter mainly december, at least 100, 120 billion of extra income from 2013 recognized in december to beat the higher tax brackets, capital gains increase. so, in other words, the economy now feels like 20% increase in take home pay has been given to the economy. it feels good. the problem with that, that income was going to be recognized this year, no longer here to be recognized. we're seeing a slowdown in income as we come forward. the best theater on tv to me wasn't to social inept types, but the fact that some of your -- the guests this morning, from companies were being like, do you see an increase in the economy? are things growing or things better? they're selling stock in aggr
last tile arou-- time around we mentioned john passed away -- >> my good buddy. >> he was a sharp guy. the past two weeks, year oe year-over-year wages dropped 2.3%, it's realtime guessed i'm gue guessing a with holding information mr. lissio used to use. is that sample too small to draw any conclusionings. >> it's an increase of 4%. we will see a huge increase in gdp and after tax income in the fourth quarter mainly december, at least 100, 120 billion of extra income from...
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watches ow "squawk box." >> john wedging was, by the way, remarkable. did you know he used to work at bcg? >> no. >> yeah. a wall street consultant who turns into a musician. so, anyway -- >> a long time ago. >> and all the hookers that you spoke to were also cnbc viewers or something? >> no, they were not. they were -- yes, they were cnbc viewers. >> you're sure? how did you know? what is -- i don't see how this whole thing played out and where you got -- >> it's a much longer story that probably needs to be explained not at the top of the show. >> were you embarrassed when they said -- and you said, oh, i'm so sorry? all right. go ahead. >> he is right but but there's optimism -- >> i'm married with chirp. >> that's the whole point. that's why i don't even understand how this happened. >> like he was talking about, all this optimism is fueling what's happening in the markets. by the way, this is the best pace for january that we've seen in 24 years. you have to go back to 1989 and that's when the dow was actually up by 8%. the dow is within 268 points
watches ow "squawk box." >> john wedging was, by the way, remarkable. did you know he used to work at bcg? >> no. >> yeah. a wall street consultant who turns into a musician. so, anyway -- >> a long time ago. >> and all the hookers that you spoke to were also cnbc viewers or something? >> no, they were not. they were -- yes, they were cnbc viewers. >> you're sure? how did you know? what is -- i don't see how this whole thing played out and...